Olivia Mellan

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  Transformational Philanthropy: Cam Thornton on Benefits to Clients and Advisors

  By Olivia Mellan  |  November 20, 2012

  Adopting Your Legacy Foundation's approach to wealthy families and philanthropy provides benefits to clients, their families and advisors. Cam Thornton explains "transformational philanthropy."

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  What’s Jeff Gundlach Thinking; Keep Clients Engaged; Advising Divorcing Women: October Investment Advisor—Slideshow

  By Editorial Staff  |  September 25, 2012

  Jeff Gundlach has made quite a name for himself. He shares his rock-star strategy with Editor-in-Chief John Sullivan in the October issue of Investment Advisor.

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  Madame Ex: Advising ‘Gray Divorcees’

  By Olivia Mellan, Sherry Christie  |  September 25, 2012

  We all know the cliché of the older divorcing couple: The husband, in the throes of a midlife crisis, dumps his aging wife for a younger cutie. But Boomers are turning this cliché on its head.

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  2012 Broker-Dealers of the Year; Top Wealth Managers: September Investment Advisor—Slideshow

  By Editorial Staff  |  August 21, 2012

  September is our annual broker-dealer issue and includes the 22nd annual Broker-Dealers of the Year contest.

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  Taking Practice Management Beyond Buzzwords; Get Better Referrals: Investment Advisor Slideshow—August

  By Editorial Staff  |  July 31, 2012

  Culminating our inaugural Pursuing Practice Excellence survey coverage, we present two features that explore practice management for advisors and their partners.

• Pursuing Practice Excellence: The Conversation

  By James J. Green, AdvisorOne  |  July 24, 2012

  At Investment Advisor, we like to think that we do a pretty good job covering practice management.

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  How to Succeed at Referrals (Without Even Asking)

  By Olivia Mellan  |  July 24, 2012

  Why don’t we do a better job of generating referrals? Marketing coach Stephen Wershing thinks we’re not going about it the right way.

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  National Financial Partners Buys Fusion Advisor Network

  By James J. Green, AdvisorOne  |  July 12, 2012

  Fusion, a consulting network to advisors, will become part of BD NFP Advisor Services Group; its founder, Stuart Silverman, will remain.

• Who’s Not in This Issue

  By James J. Green, AdvisorOne  |  June 26, 2012

  It’s a nice experience when you believe in something strongly and people you care about come to the same conclusion.

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  How Are We Doing?

  By Olivia Mellan  |  March 26, 2012

  All too often we think the advisory process is going really well, when in actuality the client doesn’t feel heard or understood and is dissatisfied with the way things are proceeding.